Tax planning

Accountants are really nice people who look for ways to help and better serve clients. Sometimes we present the appearance that we are doing something or are assuming a responsibility that we are not, and this should be avoided. Here are some illustrations:

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Summer is well underway, and now is a great time to help your clients and their dependents with the tax tips in this slideshow written by Michael Sonnenblick of Thomson Reuters Checkpoint.

There are some tax advantaged ways to help clients pay for expenses for their children this summer.

For some accountants, the only QDRO they will see will be part of their own divorce decree. But for many others, advising on QDROs is a part of their practice.

Your tax practice may be opening you up to liability

Multiple retirement accounts: Pay-out complexity and opportunities

Tips on how to make working at home pay, from the Illinois CPA Society

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Democrats are courting progressive-minded Americans by calling for a tax on Wall Street trades. If the party succeeds, the mom-and-pop investors they’re wooing could bear the brunt.